Argo Wealth Advisory LLC Takes $1.43 Million Position in NVIDIA Corporation $NVDA

Key Points

• Argo Wealth Advisory LLC acquired a new stake of 7,648 shares in NVIDIA (NASDAQ:NVDA), valued at approximately $1.43 million in the fourth quarter.
• Insiders have been net sellers recently — CFO Colette Kress sold 42,650 shares for about $7.46 million, and insiders sold 906,336 shares (~$162.8 million) over the last three months, leaving insiders with roughly 4.17% ownership.
• Institutional ownership remains high at ~65.27% with large positions added by funds like Norges Bank and Capital Research, analysts maintain a consensus "Buy" with a $275.25 price target, and NVIDIA recently reported a strong earnings beat with revenue up ~73% year‑over‑year.

Argo Wealth Advisory LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,648 shares of the computer hardware maker's stock, valued at approximately $1,426,000.

Several other hedge funds and other institutional investors also recently modified their holdings of NVDA. Norges Bank acquired a new position in shares of NVIDIA in the second quarter valued at approximately $51,386,863,000. Capital Research Global Investors boosted its position in NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock worth $30,855,564,000 after buying an additional 22,896,705 shares during the period. Laurel Wealth Advisors LLC grew its holdings in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Danske Bank A S acquired a new position in NVIDIA in the 3rd quarter valued at approximately $3,180,313,000. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of NVIDIA by 25.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock valued at $13,381,628,000 after acquiring an additional 14,358,048 shares during the last quarter. Institutional investors own 65.27% of the company's stock.

Insider Activity

In other news, CFO Colette Kress sold 42,650 shares of the business's stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares of the company's stock, valued at $154,145,772.43. The trade was a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Aarti S. Shah sold 19,000 shares of the company's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares in the company, valued at $6,362,796.97. This represents a 34.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by insiders.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Jensen Huang reiterated a long-term vision for “physical AI” — autonomous factories and robot-managed production — which reinforces NVIDIA’s role as the foundational AI compute provider and supports investor confidence in multi-year demand for GPUs. Jensen Huang on physical AI
• Positive Sentiment: Analyst support and bank actions are helping sentiment; DBS raised its price target on NVDA, a near-term catalyst that can stabilize the stock as investors digest earnings and guidance. DBS Bank Raises PT on NVIDIA
• Positive Sentiment: Partner and ecosystem momentum: E-Power announced engineers with deep NVIDIA collaboration are joining its team for high‑power AI datacenter solutions — a sign NVIDIA’s ecosystem continues to attract specialized suppliers and supports downstream GPU demand. E-Power Onboards Expert Engineers...
• Neutral Sentiment: Market-cap narrative: Alphabet’s surge has it closing in on NVIDIA as the world’s largest company — a headline that shifts media focus but doesn’t change NVIDIA’s core AI demand drivers. This is more a market-position story than a fundamental change. Alphabet closes in on Nvidia's spot
• Neutral Sentiment: Cash-flow story highlighted by analysts — Zacks notes very strong operating and free cash flow, which underpins valuation debates and can limit downside over the medium term. NVDA's Cash Generation Soars
• Negative Sentiment: Competitive risk: Google’s move to sell TPUs directly to customers could erode some addressable-market share for NVIDIA in AI compute, raising questions about future pricing power and margins in certain enterprise segments. Google Moves to Sell TPUs Directly
• Negative Sentiment: Market sentiment indicators are turning cautious: crypto/prediction markets are leaning bearish on NVDA into month‑end, which can amplify short-term selling pressure even if fundamentals remain strong. Crypto markets predict Nvidia stock price
• Negative Sentiment: Geopolitical and China exposure risk remains a recurring theme ahead of earnings — MarketBeat highlights investor risks tied to China that could pressure multiples if management flags headwinds. NVIDIA’s China Connection: Investor Risks

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Rothschild & Co Redburn increased their price target on NVIDIA from $245.00 to $268.00 and gave the company a "buy" rating in a research note on Thursday, January 15th. UBS Group restated a "buy" rating on shares of NVIDIA in a research report on Tuesday, March 17th. Oppenheimer reiterated an "outperform" rating and set a $265.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. Zacks Research raised shares of NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, February 25th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of NVIDIA in a report on Friday, April 10th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus price target of $275.25.

NVIDIA Stock Performance

Shares of NVDA opened at $196.48 on Wednesday. NVIDIA Corporation has a one year low of $110.82 and a one year high of $216.82. The company has a market cap of $4.77 trillion, a PE ratio of 40.10, a P/E/G ratio of 0.65 and a beta of 2.25. The stock has a 50-day moving average of $186.88 and a 200-day moving average of $186.30. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts' consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the business earned $0.89 EPS. The firm's revenue for the quarter was up 73.2% on a year-over-year basis. On average, equities research analysts predict that NVIDIA Corporation will post 7.78 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were paid a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA's dividend payout ratio (DPR) is 0.82%.

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

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